甄走运的个人主页 - 老虎社区

甄走运

甄走运

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IP属地：北京

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2024-07-15

老特真汉子

抱歉，原内容已删除

2023-07-27

$Quantumscape Corp.(QS)$ 上月球了🚀

2022-03-10

又开始吹了，当时嘉能可否认就说明有蹊跷，私底下还不知道咋样呢。一边捞油水，一边是要赚面子。

抱歉，原内容已删除

2021-12-09

$苹果(AAPL)$ 一点点仓位收益那么大

2021-12-08

$老虎证券(TIGR)$老虎快不行了吗？刚才数据中断几个意思

2021-12-08

$苹果(AAPL)$ 小赌怡情，多了就不是这回事了，心态不一样

2021-12-06

$苹果(AAPL)$定海神针！

2021-12-04

$NQ100指数主连 2112(NQmain)$ 空军已经盆满钵满啦，可以撤了。

2021-12-01

$苹果(AAPL)$太强了。又卖飞[开心]

2021-12-01

$苹果(AAPL)$拉苹果掩护其它股出货。作用跟当年两桶油一样

2021-11-27

$GLOBALFOUNDRIES Inc.(GFS)$强

2021-11-22

$Quantumscape Corp.(QS)$跑

2021-11-22

$苹果(AAPL)$太强了，上周期权弄完之后没买这周的，后悔中[微笑]

2021-11-19

$哔哩哔哩(BILI)$赌你财报幸好早割肉，苹果一把赚回去

2021-11-18

$Quantumscape Corp.(QS)$来回收割

2021-11-16

$Quantumscape Corp.(QS)$诱多？

2021-11-16

$Quantumscape Corp.(QS)$没人买吗？不出来讲几句

2021-11-15

A股都是一提养老金就要跌

美国最大公共养老金出手！加仓这些中概股

2021-11-13

$苹果(AAPL)$玩玩

2021-11-12

$Quantumscape Corp.(QS)$妖股

去老虎APP查看更多动态

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刚才数据中断几个意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602104830","isVote":1,"tweetType":1,"viewCount":6148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"37000856390400","authorId":"37000856390400","name":"小虎通知","avatar":"https://static.laohu8.com/40ff9573326cbdce8ed2a4976ed63455","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"37000856390400","idStr":"37000856390400"},"content":"您好，感谢您的反馈，老虎已于第一时间联系行情供应商，定位原因可能是供应商行情数据出现短暂波动，目前已经恢复。给您带来的不便非常抱歉！","text":"您好，感谢您的反馈，老虎已于第一时间联系行情供应商，定位原因可能是供应商行情数据出现短暂波动，目前已经恢复。给您带来的不便非常抱歉！","html":"您好，感谢您的反馈，老虎已于第一时间联系行情供应商，定位原因可能是供应商行情数据出现短暂波动，目前已经恢复。给您带来的不便非常抱歉！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602370616,"gmtCreate":1638976580798,"gmtModify":1638976580798,"author":{"id":"3444645616596261","authorId":"3444645616596261","name":"甄走运","avatar":"https://static.tigerbbs.com/23d68497dd208e1f0202f15311e522cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3444645616596261","idStr":"3444645616596261"},"themes":[],"htmlText":"<a 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href=\"None\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0493cf8bd88c4cf59c86cd2bad06f82b","relate_stocks":{"BIDU":"百度","NTES":"网易","PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183049560","content_text":"随着美国机构投资者三季度持仓情况披露，美加不少机构投资者的中概股持仓浮出水面。根据监管规定，管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内，提交13F文件，披露上一季度美股持仓。数据显示，美加顶尖养老金三季度对诸多中概股进行了加仓，还有机构趁机低吸了教育类公司。\n加州共同雇员养老金系统是美国最大的公共养老金（CalPERs）最新规模 4690亿美元。这只基金管理的资金为加州政府、学校和其它公共部门的雇员的退休金。对应到中国的第二支柱- 雇主支持的养老系统，只不过它这里的雇主是公共部门或者政府。\n作为大型机构投资者，CalPERs 11月11日向美国证监会SEC提交了三季度末的持仓报告。\n截至三季度末，CalPERs的前五大重仓股为，微软、苹果、亚马逊、谷歌母公司A 类股、脸书、谷歌母公司C类股、强生、威瑞信、沃尔玛、百事。以科技、通讯等打底的做法与美国其它大型养老金较为类似。其中，前五大重仓股更是与其它大型养老金重合度极高。\n值得注意的是，三季度CalPERs加仓了众多中概股，包括网易、百度、哔哩哔哩、拼多多、中通快递、百胜中国、蔚来汽车等。\n它加仓的公司中，不少在三季度股价大幅下跌。例如，网易三季度股价下跌25.57%，同期百度下跌25.96%，拼多多下跌32.11%，哔哩哔哩下跌47.30%，百胜中国下跌11.87%，蔚来下跌29.22%。同期，中通快递录得微弱涨幅。三季度股价上涨0.20%。值得注意的是，目前CalPERs对这些公司的持仓都不算重，加仓的幅度也较小。\nCalPERs 三季度还新建仓了一批中国公司，包括滴滴、 涂鸦科技、知乎、亿航、信也科技、逸仙电子等。本季CalPERs共新进40只股票，新进公司中，中国公司占比较高。\n机构人士表示，CalPERs等养老金的动向之所以值得关注，是因为他们处于资产管理行业的“顶端”。一方面，他们拥有的资金体量比较大，因此投资动向对市场的影响显著；另一方面，它们通过委托投资等方式来影响其它投资机构。因此他们往往设定了资产管理行业的议题。例如，欧洲的养老金等“可持续投资”浪潮推动就发挥了重要作用。\n美国第三大公共养老金-纽约州普通退休基金 （New York State Common Retirement Fund）也已公布了其持仓情况。该养老金目前资产规模超过2000亿美元。截至三季度末，美股组合市值为938.03亿美元。\n纽约州普通退休基金的资金来自纽约州市政服务和其它公共部门的雇员退休金，以及消防、警察等部门雇员退休金。\n截至三季度末，该养老金前10大重仓股为微软、苹果、亚马逊、谷歌母公司C类股、脸书、谷歌母公司A类股、特斯拉、摩根大通、伯克希尔B类股、联合健康。前六大重仓股与CalPERs重合。\n三季度纽约州普通退休基金较为显著地减持了阿里巴巴, 减持23万股，减持后持有75.6万股。同期，增持了华住集团, 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